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ProShares Credit Suisse 130/30 shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of ProShares Credit Suisse 130/30 (CSM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in ProShares Credit Suisse 130/30

Tip: Access up to 7 years of quarterly data

All positions including ProShares Credit Suisse 130/30 held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares Credit Suisse 130/30 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $124k 1.5k 85.22

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Top funds holding ProShares Credit Suisse 130/30

Morgan Stanley
Kayne Anderson Rudnick Investment Management
LPL Financial
National Asset Management
Waterfront Wealth
Onyx Bridge Wealth Group
Envestnet Asset Management
Stifel Financial
United Capital Financial Advisers
Wells Fargo & Company
Bank of America Corporation
Bank of New York Mellon
Mutual Advisors
Legacy Private Trust
HighPoint Advisor

View all funds holding ProShares Credit Suisse 130/30